Associate, Client Insights – Analytics

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Gresham Partners, LLC

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1998

💸 Finance

Finance • Wealth Management

Gresham Partners, LLC is a company that provides independent wealth management services. They focus on investment management, wealth planning, and family office services with an emphasis on independence and unconventional investment strategies. Gresham Partners believes in generating exceptional results by rejecting conventional wisdom and focusing on growing and protecting clients’ wealth. Their expertise in transferring wealth and meeting philanthropic goals highlights their commitment to personalized wealth planning solutions. With over 25 years of experience and $9 billion in assets under management, Gresham Partners is dedicated to simplifying the complexities of wealth for their clients.

📋 Description

• Develop a deep understanding of Performance Trust’s capital allocation methodology and support the CIA team in broadening and deepening adherence to it • Transform raw data into actionable insights supporting prudent capital allocation across scenarios and over time • Analyze large and complex data sets using financial, statistical, and analytical methods • Interpret results and communicate implications to internal and external stakeholders • Maintain and enhance analytical frameworks and tools • Collaborate with internal stakeholders to design, develop, and deploy new resources • Conduct primary and secondary research on financial institutions, markets, and industry trends • Contribute content for firm-wide education events, client calls, presentations, and communications • Translate analysis into written and verbal recommendations • Partner with Balance Sheet Strategy and Investment Banking teams to educate clients and prospects • Support creation and delivery of messaging on market insights and strategy • Assist with strategy development for Custom Strategy Sessions and other client initiatives • Create client-ready content, presentations, and event materials • Support and participate in client education programs and events, including Custom Strategy Sessions and Survive or Thrive • Build trusted relationships with internal partners, clients, prospects, and external stakeholders

🎯 Requirements

• Bachelor’s degree required; concentration in finance, economics, statistics, data analytics, or a related field preferred • Approximately 3–5 years of relevant post-college experience in financial services, banking, credit unions, consulting, data analysis, statistics, or a related field • Experience working with financial institutions, particularly community banks or credit unions • Ability to connect financial concepts with data-driven analysis • Ability to analyze large data sets and build, interpret, and explain complex financial models • CFA designation or progress toward the CFA designation is a plus • Exceptional written and verbal communication skills • Ability to speak confidently, present to groups, and communicate complex ideas clearly to varied audiences • Experience creating client-facing content, presentations, educational materials, or event content preferred • Strong interpersonal skills and ability to build rapport with stakeholders • Entrepreneurial, self-directed mindset; comfortable creating structure, owning deliverables, seeking feedback remotely, and operating independently • Intellectual curiosity and willingness to challenge convention and turn analysis into practical action • Keen attention to detail and strong organizational skills • Comfort managing multiple priorities in a fast-paced environment • Willingness to travel to events as needed • Must be eligible to work permanently in the United States without sponsorship

🏖️ Benefits

• Medical, Dental & Vision Insurance • Prescription Drug Plans • Pre-Tax Flexible Spending Account (Health and Dependent Care) (FSA) • Health Savings Account (HSA) • Vacation/Personal Days + Holidays • PT Retirement Mission-Driven Employee Stock Ownership Plan • Voluntary Life Insurance + Long-Term Disability Insurance • Discounted Fitness Memberships (Free membership for Chicago office) • Pre-Tax Commuter Benefits – Transit & Parking • Mental Health support through company provided Employee Assistance Program • Employee recognition programs (PT Rewards and Annual Awards) • Bonus component dependent on pre-defined performance factors • Direct training and mentorship • Remote work arrangement • Opportunities to attend client education programs and events